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PODCAST

The WealthAbility Show with Tom Wheelwright, CPA

The Rich Dad Media Network

Permanently reduce your taxes. Build massive wealth. Achieve your financial dream. And do it all faster than you EVER thought possible. Join Tom Wheelwright , CPA and learn the revolutionary wealth and tax strategies that are changing the lives of entrepreneurs and investors around the world.

business investing

All Episodes

35:11

An Entreprenuer's Guide to AI

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/06/06

Join Tom Wheelwright as he discovers how entrepreneurs can incorporate and leverage human skills in the age of AI with his guest, Matt Beane.Matt is an assistant professor in the Technology Management department at the University of California, Santa Barbara, and a Digital Fellow with Stanford’s Digital Economy Lab and MIT’s Initiative on the Digital Economy. He does field research on work involving robots and AI to uncover systematic positive exceptions that we can use across the broader world of

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33:30

Client Attraction & Ambassador Retention

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/05/30

Join Tom Wheelwright as he discovers how business owners can acquire the best clients, be the best for their clients, and keep them for life with researcher, consultant, serial entrepreneur, and author, Richard Weylman.For nearly three decades he has shown business owners and professionals around the world the path to proven business growth and success. He uses his unique ability to see things from the client’s or customer’s perspective and interpret their needs to then create the prescriptive

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52:18

Retirement Crisis Solutions

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/05/23

Join Tom Wheelwright as he discovers the current state of our retirement crisis with economist expert and author, Teresa Ghilarducci. As a labor economist, Teresa Ghilarducci has spent her career working to ensure retirement security for all American workers. At The New School for Social Research, she directs the Schwartz Center for Economic Policy Analysis (SCEPA), which focuses on economic policy research and outreach. Ghilarducci frequently testifies before the U.S. Congress and serves as a media

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37:28

Master Your Negotiations

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/05/16

Join Tom Wheelwright as he discovers how to master the art of influencing others and never lose at the negotiation table with guests and authors of "Convince Me: High-Takes Negotiation Tactics to Get Results in Any Business Situation" - Chip Massey and Adele Gambardella. Former FBI Special Agent Chip Massey has led high-profile criminal cases, investigated the September 11th terrorist attacks, tracked down spies with the CIA, and spearheaded the New York FBI Office’s Crisis Negotiations Teams–in all

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36:55

Impact Filter Strategy

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/05/02

Join Tom Wheelwright as he discovers a tool to pre-determine success for every idea, project or business goal with guest, strategic coach, and author - Dan Sullivan.Dan Sullivan is founder and president of The Strategic Coach Inc. Through Strategic Coach ® and its successful coaching program, Dan works to help entrepreneurs reach their full potential in both their business and personal lives. Dan has over 40 years’ experience as a highly regarded speaker, consultant, strategic planner, and coach

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35:50

Age of Disruption

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/04/25

Join Tom Wheelwright as he discovers how entrepreneurs can innovate in the age of disruption with author of “Leaders Leap: Transforming Your Company at the Speed of Disruption," Steve Dennis. Steve Dennis is a strategic advisor, keynote speaker, and bestselling author. His latest book–Leaders Leap: Transforming Your Company at the Speed of Disruption– explores why so many transformations fail and what leaders must do to get their organizations back on the road to relevance. In this episode, learn

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27:43

The Great Wealth Transfer

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/04/18

Join Tom Wheelwright as he discovers how a massive wealth transfer is about to occur that threatens the foundation of capitalism with guest, chairman of Helios Fairfax, and author of "The 100 Trillion Dollar Wealth Transfer," Ken Costa.Ken Costa has been a leading investment banker, author and philanthropist for the last 40 years. Born in South Africa, he was active in the anti-apartheid movement as a student leader in Johannesburg and went on to study law at Queens' College, Cambridge,

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55:25

Taxes on the Ballot

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/04/12

Join Tom Wheelwright as he discovers how your taxes will change depending on who wins this year's election with guest and Managing Director of the Federal Policy Group, LLC - Ken Kies.The Federal Policy Group provides sophisticated strategic and technical tax advice on tax policy matters before the Congress, the U.S. Treasury Department, the Internal Revenue Service, and the OECD. Mr. Kies has delivered significant legislative and regulatory results for his clients, which include major

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37:36

Real Estate & Tax Strategies

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/04/05

Join Tom Wheelwright as he covers how strategic tax planning benefits real estate investors with guest, expert, and trainer - Brad Sumrok.Brad is a long-time client who has succeeded in the multi-family real estate sector and reduced his taxes. Since 2005, Brad has personally helped his students purchase over 3.5 billion dollars in apartment complexes, involving thousands of investors who have taken his training. In this episode, learn how you can incorporate a tax strategy in your business plan,

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33:48

Offshoring & Outsourcing

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/03/28

Join Tom Wheelwright as he discovers the steps to building a remote team for your hometown business with guest and founder of Samera Global, Arun Mehra.Through Samera Global, Arun helps other accountants with their resourcing and offshoring needs. With almost twenty years of commercial experience and knowledge in business, Arun’s expertise is valued by hundreds of businesses across the UK. His financial acumen and know-how, along with his hands-on commercial expertise have helped clients, large

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36:58

Making Bad Decisions Worse

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/03/22

Join Tom Wheelwright as he discovers how entrepreneurs make compounding bad business decisions worse and how to correct them with guest, entrepreneur, and author of "Braking Point: How Escalation of Commitment is Destroying the World," Dr. Vincent deFilippo.Vincent is an investor in stocks, real estate, people, businesses, as well as a Professor in the school of business and accounting at Monroe College. He raised billions of dollars in venture capital for publicly traded companies throughout the

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32:44

Selling Your Small Business

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/03/15

Join Tom Wheelwright as he discovers the secrets to a successful business exit with guest and author of "Lift Off: 12 Things to Know Before Selling Your Business," Sharon B. Heaton.Sharon is Founder & CEO of sbLiftOff and one of the country’s leading small business advocates. Appointed to the Small Business Administration’s Investment Capital Advisory Committee, she is working nationally to increase small business access to investment capital. Heaton publishes in Harvard Business Review, Forbes,

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29:06

The Power of 1:1 Meetings

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/03/07

Join Tom Wheelwright as he explores how to perform productive, successful meetings with guest and author of "Glad We Met - The Art and Science of 1:1 Meetings," Steven Rogelberg.Dr. Steven G. Rogelberg is an organizational psychologist who, by Adam Grant, has been called the "worlds leading expert on how to fix meetings." He holds the title of Chancellor's Professor at UNC Charlotte for distinguished national, international and interdisciplinary contributions, and is an award-winning teacher and

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36:33

Create Your Metaverse Workplace

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/02/29

Join Tom Wheelwright as he explores how to prepare and engage the Metaverse Workplace to gain a competitive advantage in your business with guest and author of "The Metaverse Workplace Revolution," Jason Gesing.Jason is an attorney, co-founder and CEO of OMNUS Technologies, Inc. and OMNUS Law, and a pioneer in metaverse-based work environments since 2010. His companies are dedicated to transforming and improving the lives of attorneys and other service professionals by using technology to reduce

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31:07

"Tax and Return" Scheme

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/02/15

Join Tom Wheelwright and his guest, Judge Glock, as they explore how the government uses a "Tax and Return" scheme and how the government benefits you receive are null after all the taxes you pay.Judge is a director of research and a senior fellow at the Manhattan Institute and a contributing editor at City Journal. He writes about the intersection of economics, finance, and housing with a perspective informed by his work in economic history. Glock's work has been featured in National Affairs, Tax

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35:25

Principles of Effective Communication

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/02/01

"What if it's always your fault people aren't getting back to you?" Join Tom Wheelwright in this episode as he talks about how entrepreneurs and investors can effectively communicate in our age of AI, algorithms, and cancel culture with professor and author, Todd Rogers. Todd is a Professor of Public Policy at the Harvard Kennedy School of Government, Psychologist / Behavioral Economist, and author of "Writing for Busy Readers". Discover key principles like accommodating how people read, valuing

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28:13

Communicate Successfully

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/01/18

How do we communicate successfully when we don't get to prepare what we want to say? What skills do we need to respond powerfully in spur of the moment questions? In this episode, Matt Abrahams joins Tom in discovering the tools to think fast, talk smart, and how we should strive for connection, not perfection. Learn more about your ad choices. Visit megaphone.fm/adchoices

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34:22

2024 Real Estate Predictions

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/01/11

What's in store for real estate in 2024? What can we do now to set ourselves up for the future? In this episode, Keith Weinhold joins Tom in discovering how real estate will perform in the year head, how investors can strategize cashflow amidst high interest rates, and how you can prepare to find the best opportunities. Learn more about your ad choices. Visit megaphone.fm/adchoices

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31:58

Coping with Turbulence

The WealthAbility Show with Tom Wheelwright, CPA ·

2024/01/03

The WealthAbility Show #158: Are you prepared for the uncertain future? How do we cope with the turbulence and overwhelm from the world that’s compounding out of control? In this episode, Dan Moore joins Tom Wheelwright in discovering how to build a personal plan of resilience and fortitude, and how to strengthen the only asset you can control in these turbulent times: You. Learn more about your ad choices. Visit megaphone.fm/adchoices

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35:47

Be Well By Doing Good

The WealthAbility Show with Tom Wheelwright, CPA ·

2023/12/07

Is it possible to be well and do good in the world? How does Georgia’s Small Businessman of the Year do just that by turning his family ranch into zero-waste? In this episode, Will Harris joins Tom Wheelwright in discovering why doing good and being well does not have to be mutually exclusive, how it takes a relentless amount of focus, grit, community, passion, and “Giving a Damn” to do it, and the wisdom of what success and wealth truly mean. Learn more about your ad choices. Visit

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255 results

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